郭明錤 (Ming-Chi Kuo)My industry survey also indicates that Qualcomm is currently in takeover talks with Intel.Currently, Qualcomm’s most critical focus should be on establishing competitiveness in AI chips: 1. On-device AI smartphone chips: Qualcomm…4d ago4d ago
郭明錤 (Ming-Chi Kuo)我的產業調查也顯示,Qualcomm目前正與Intel交涉併購事宜。但此併購若發生,對Qualcomm可能是一場災難Qualcomm當前最關鍵的是建立AI晶片的競爭力 1. 裝置端AI手機晶片:Qualcomm在此領域極具優勢,是Apple最大的競爭對手。 2. 裝置端AI PC晶片:隨WoA (Windows on ARM) 逐漸優化,Qualcomm優勢將逐漸浮現。 3…4d ago4d ago
郭明錤 (Ming-Chi Kuo)Survey and analysis of Huawei’s tri-fold phone Mate XT; shipment estimates raised, but whether…My latest supply chain survey shows that the 2024 shipment forecast for Huawei’s tri-fold smartphone, Mate XT, has been revised upward from…Sep 19Sep 19
郭明錤 (Ming-Chi Kuo)華為三折手機Mate XT的調查與分析;出貨預估調升但需求熱度能否延續為關鍵我最新的供應鏈調查指出,華為三折手機Mate XT的2024年出貨量已自50萬部調升100萬部,但須注意開賣後 (9月20日) 的需求熱度能否延續,畢竟過往華為旗艦機型也曾有過發售後需求快速下滑的例子。Sep 19Sep 19
郭明錤 (Ming-Chi Kuo)iPhone 16 first weekend pre-order analysis: estimated total sales of about 37 million units; Pro…Based on my latest supply chain survey and pre-order results from Apple’s official websites, I’ve compiled key data on iPhone 16’s…Sep 151Sep 151
郭明錤 (Ming-Chi Kuo)iPhone 16首週末預購分析;預估總銷量約3,700萬部;Pro系列需求低於預期根據我最新的供應鏈調查與Apple官方網頁的預購結果,得到以下iPhone 16首週末預購各機型關鍵數據,包括首週末預購銷量、平均等待出貨時間與預購前備貨量推估。Sep 15Sep 15
郭明錤 (Ming-Chi Kuo)iPhone 16系列生產資料更新: 3Q24、4Q24與1Q25的出貨計畫、 EMS的訂單比重等 / iPhone 16 series production data update…iPhone 16系列2024年出貨預估自8,700–8,800萬微調至8,800–8,900萬部,加單主要來自iPhone 16標準版。iPhone 16標準版、iPhone 16 Plus、iPhone 16 Pro與iPhone 16 Pro…Sep 9Sep 9
郭明錤 (Ming-Chi Kuo)Samsung Galaxy S24 的裝置端AI關注度已經降溫了嗎?這對裝置端AI趨勢的意涵為何?/ Has the AI-driven hype for Samsung’s Galaxy S24…Samsung在半年前推出的Galaxy S24因AI服務新賣點故初期需求優於預期,但現在熱度是否依然如初?Aug 12Aug 12
郭明錤 (Ming-Chi Kuo)潛在影響GB200 NVL36/72出貨的短期因素分析 / Analysis of short-term factors potentially affecting GB200 NVL36/72…AI伺服器未來數年的成長趨勢仍正向,這邊僅提出潛在影響GB200 NVL36/72出貨的短期因素以供思考。當相關股票已大部分反映GB200 NVL36/72對供應鏈貢獻之樂觀預期並大漲之際,至少短期的投資決策就需要考慮更多層面而非僅依靠供應鏈調查。Aug 1Aug 1
郭明錤 (Ming-Chi Kuo)關於2H25新款iPhone 17產品組合與超薄iPhone 17的預測與分析 / Predictions and analysis of the 2H25 new iPhone 17…Apple將移除iPhone 17 PlusJul 24Jul 24